UBI From Partnerships: A Workshop
Exempt organizations and benefit plans are increasingly turning to alternative investments as part of their overall investment strategy. But these investments present an often-overlooked source of unrelated business income, potentially creating a tax liability where you least expect it. Join us as we take a deep dive into identifying UBI from alternative investments and walk through the tax calculation. We will also explore one of the biggest compliance risk areas for tax exempt organizations holding alternative investments: foreign reporting.
After watching this webinar, you will learn how to identify unrelated business income from partnerships and other alternative investments, understand the process of calculating and reporting unrelated business income on Form 990-T, and recognize foreign reporting requirements and the risks and penalties that can come with alternative investments.